Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $294.6K |
| 2 | IFP Advisors, Inc | $108.2K |
| 3 | EverSource Wealth Advisors, LLC | $17.1K |
| 4 | HIGHLINE WEALTH PARTNERS LLC | $14.9K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$62.5K | |
| 2 | +$17.1K | |
| 3 | +$14.9K | |
| 4 | -$14.0K |